Udaan — Cyborg Score 7/10

Strong
B2B E-commerce / Wholesale

Strategic Profile

Udaan became a unicorn in 2018 and has a valuation of $1.8B as of June 2025. The company is preparing for a public listing by raising Series G funding of $114 million led by M&G Investments and Lightspeed Venture Partners. Udaan stands 1st in terms of total funding among its competitors, positioning itself as a market leader in India's B2B e-commerce space.

Cyborg Score Rationale

Udaan has achieved dominant market position (70% share), secured $1.99B in funding across 18 rounds, and maintains profitability trajectory with 19% loss reduction (FY24 vs FY23). However, modest revenue growth (1.7% in FY24) and ongoing private status ahead of delayed IPO indicate execution challenges despite strong fundamentals.

Top Insights

  • Net losses declined 19% in FY24 to INR 1,674.1 crore from INR 2,075.9 crore in FY23, demonstrating improving path to profitability
  • Udaan secured its most recent funding round in June 2025, strengthening runway for IPO preparations
  • Top competitors include Moglix, Solv and LOTS Wholesale, indicating competitive intensity in B2B wholesale
  • As of August 31, 2025, Udaan has 1,835 employees, showing lean operational model

Named Competitors

  • Moglix — B2B industrial marketplace
  • OfBusiness — B2B procurement and credit platform
  • Jio Mart — B2B wholesale e-commerce
  • Amazon Business — B2B wholesale platform

Recent Developments

  • (June 2025) Completed Series G funding with $114 million from M&G Investments and Lightspeed Venture Partners
  • (February 2025) Raised $75 million tranche at $1.8 billion valuation
  • (February 2025) Reported 65% rise in overall business in 2024

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